National Retail Properties (NRTI) Q4 Earnings Top Estimates; FY26 EPS Guidance In Line With Estimates

National Retail Properties (NRTI) reported Q4 net income of $147.4 million, or $0.36 per share, up 24% year-over-year and exceeding the $0.34 estimate. Same-store NOI grew 10.4% to $30.6 million, driven by strong leasing and stabilized tenant performance. The company guided full-year 2026 EPS of $1.55, in line with the $1.55 consensus average, reflecting continued momentum in leasing and tenant retention.